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Ameriprise Financial

1,361 hedge funds and large institutions have $39B invested in Ameriprise Financial in 2025 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 439 increasing their positions, 486 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $114M | Put options by funds: $61M

17% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 106

0% more funds holding

Funds holding: 1,3611,361 (0)

0.35% less ownership

Funds ownership: 84.7%84.34% (-0.35%)

10% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 486

9% less capital invested

Capital invested by funds: $43B → $39B (-$3.99B)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
1,361
Holders Change
Holders Change %
0%
% of All Funds
17.86%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
124
Increased
439
Reduced
486
Closed
106
Calls
$114M
Puts
$61M
Net Calls
+$52.8M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1201
Corundum Trust Company
South Dakota
$49.1K +$51.3K +100 New
SL
1202
Salomon & Ludwin
Virginia
$48.7K +$22K +43 +77%
TH
1203
TCTC Holdings
Texas
$48.1K
BIA
1204
Bell Investment Advisors
California
$45.2K
FFC
1205
First Financial Corp
Indiana
$44.2K -$10.3K -20 -18%
CA
1206
CoreCap Advisors
Michigan
$44.2K -$6.66K -13 -13%
MEG
1207
Millstone Evans Group
Colorado
$43.2K
PC
1208
Promus Capital
Illinois
$43.2K
AFG
1209
Albion Financial Group
Utah
$42.7K
FWA
1210
Flagship Wealth Advisors
Massachusetts
$39.3K -$53.8K -105 -57%
MAM
1211
Morse Asset Management
Connecticut
$39.3K
SS
1212
SBI Securities
Japan
$39.3K +$1.02K +2 +3%
AWM
1213
Abound Wealth Management
Tennessee
$38.9K
ATC
1214
Adirondack Trust Company
New York
$38.8K
HFM
1215
Harvest Fund Management
China
$35K -$202K -394 -85%
RBC
1216
Roble Belko & Company
Pennsylvania
$34K
CT
1217
Clearstead Trust
Maine
$33.9K
OC
1218
Oakworth Capital
Alabama
$32.9K
MWM
1219
Mascoma Wealth Management
New Hampshire
$32.4K
RWA
1220
Redmont Wealth Advisors
Illinois
$31.9K
HWA
1221
Heartwood Wealth Advisors
Virginia
$31.9K +$33.3K +65 New
Walleye Capital
1222
Walleye Capital
New York
$30.9K -$328K -640 -91%
ANBT
1223
American National Bank & Trust
Texas
$30.9K -$54.3K -106 -63%
RWM
1224
Rialto Wealth Management
New York
$30.5K
TWD
1225
True Wealth Design
Ohio
$30K +$8.2K +16 +36%